Robert Szeles is a CFA® charterholder with three years of industry experience. He is currently an advisor at Beese Fulmer Private Wealth Management, where he has worked since 2022. Prior to joining Beese Fulmer, he gained experience at Federated Hermes and PNC Capital Advisors. Beese Fulmer Private Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental company analysis with macroeconomic cycle review and a proprietary model-portfolio framework tailored to client risk tolerance and goals, with a focus on dividend-paying equities and shorter-duration fixed income for income-dependent clients.

Joseph Strancar is a financial advisor with Beese Fulmer Private Wealth Management in Canton, OH, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He spent 20 years at Meridian Capital Management Group, Inc. before joining his current firm. Beese Fulmer Private Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a blended investment approach using fundamental company analysis and macroeconomic cycle review, customizing portfolios for client risk tolerance and income needs.

William Camp is a financial advisor at Beese Fulmer Private Wealth Management in Canton, OH, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Beese Fulmer in 2023, he worked for Federated Hermes from 2007 to 2023. Beese Fulmer Private Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a customized investment approach that blends fundamental company analysis with macroeconomic review and model portfolios tailored to clients' risk tolerance and income needs.

Bradley Fergason is a financial advisor at Beese Fulmer Private Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Meridian Capital Management Group, The Huntington Investment Company, and Citizens Securities. Beese Fulmer Private Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines fundamental company analysis with macroeconomic cycle review and an internally developed model-portfolio framework tailored to each client’s risk tolerance and income needs.

Ryan Fulmer is a financial advisor with Beese Fulmer Private Wealth Management in Canton, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Beese Fulmer Investment Management Inc since 2011. Beese Fulmer Private Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a blend of fundamental company analysis and macroeconomic cycle review within a customized model-portfolio framework tailored to each client’s risk tolerance and income needs.

Dennis Fulmer is a CFA® charterholder with 43 years of industry experience. He has worked at Beese, Fulmer Investment Management Inc. since 1980. Beese Fulmer Private Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a blend of fundamental company analysis and macroeconomic cycle review within a customized model-portfolio framework, focusing on balanced portfolios with an emphasis on dividend-paying equities and shorter-duration fixed income.

Nicholas Perini is a CFA® charterholder and holds a Series 65 license with 16 years of experience in financial advising. He has been with Beese Fulmer Private Wealth Management since 2010. Beese Fulmer Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary investment management and financial planning. The firm combines fundamental company analysis with macroeconomic cycle review and a proprietary model-portfolio framework to customize portfolios based on clients’ risk tolerance and income needs.